Financial Synergies Wealth Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-182
| Closed | -$21.3K | – | 253 |
|
|
2024
Q1 | $21.3K | Sell |
182
-37
| -17% | -$4.34K | ﹤0.01% | 189 |
|
|
2023
Q4 | $17.9K | Buy |
219
+14
| +7% | +$1.14K | ﹤0.01% | 145 |
|
|
2023
Q3 | $19.4K | Hold |
205
| – | – | ﹤0.01% | 178 |
|
|
2023
Q2 | $20K | Sell |
205
-14
| -6% | -$1.37K | ﹤0.01% | 172 |
|
|
2023
Q1 | $19.4K | Hold |
219
| – | – | ﹤0.01% | 181 |
|
|
2022
Q4 | $17.9K | Hold |
219
| – | – | ﹤0.01% | 145 |
|
|
2022
Q3 | $17.6K | Sell |
219
-7
| -3% | -$561 | ﹤0.01% | 132 |
|
|
2022
Q2 | $18.9K | Buy |
+226
| New | +$18.9K | ﹤0.01% | 136 |
|